FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 282 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $19,679,000 | +22.7% | 380,988 | +23.5% | 0.12% | +11.7% |
| Q3 2019 | $16,035,000 | +21.1% | 308,426 | +20.4% | 0.11% | +15.6% |
| Q2 2019 | $13,239,000 | -8.6% | 256,185 | -9.4% | 0.10% | -13.5% |
| Q1 2019 | $14,491,000 | +24.5% | 282,686 | +24.0% | 0.11% | +5.7% |
| Q4 2018 | $11,640,000 | +26.2% | 227,926 | +26.0% | 0.10% | +36.4% |
| Q3 2018 | $9,221,000 | +36.7% | 180,927 | +37.7% | 0.08% | +22.2% |
| Q2 2018 | $6,743,000 | 0.0% | 131,385 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $6,743,000 | +38.2% | 131,385 | +39.1% | 0.06% | +34.0% |
| Q4 2017 | $4,878,000 | +75.1% | 94,470 | +76.3% | 0.05% | +56.7% |
| Q3 2017 | $2,786,000 | +31.1% | 53,587 | +31.4% | 0.03% | +20.0% |
| Q2 2017 | $2,125,000 | +36.5% | 40,777 | +36.3% | 0.02% | +25.0% |
| Q1 2017 | $1,557,000 | +57.1% | 29,913 | +57.6% | 0.02% | +42.9% |
| Q4 2016 | $991,000 | +124.2% | 18,976 | +125.2% | 0.01% | +100.0% |
| Q3 2016 | $442,000 | +1005.0% | 8,428 | +990.3% | 0.01% | +600.0% |
| Q2 2016 | $40,000 | +14.3% | 773 | +12.4% | 0.00% | 0.0% |
| Q1 2016 | $35,000 | -22.2% | 688 | -23.0% | 0.00% | 0.0% |
| Q4 2015 | $45,000 | -92.4% | 894 | -92.4% | 0.00% | -91.7% |
| Q3 2015 | $589,000 | -32.8% | 11,722 | -32.7% | 0.01% | -25.0% |
| Q2 2015 | $877,000 | – | 17,416 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 239,139 | $12,196,000 | 13.03% |
| HBK Sorce Advisory LLC | 1,966,811 | $100,307,000 | 9.75% |
| Ascension Capital Advisors, Inc. | 160,321 | $8,176,000 | 8.58% |
| Richard Bernstein Advisors LLC | 4,726,123 | $241,032,000 | 8.55% |
| WealthOne, LLC | 197,217 | $10,058,000 | 7.71% |
| Flaharty Asset Management, LLC | 307,229 | $15,668,000 | 7.22% |
| TL Private Wealth | 153,635 | $7,941,000 | 7.22% |
| ARQ WEALTH ADVISORS, LLC | 109,030 | $5,561,000 | 6.32% |
| Arlington Financial Advisors, LLC | 172,238 | $8,784,000 | 6.25% |
| Stratos Wealth Advisors, LLC | 172,479 | $8,796,000 | 6.23% |